Dynamic Saved Search Mapping

Overview

There could be instances where the default saved searches used by the VAT reporting feature as sources of information may not fully meet company-specific requirements. For example, there could be certain fields that you want to use instead of the default source field or maybe you want to include other transaction types that are not originally supported.

Customized saved searches may be created and assigned to the [STA] Estonia Localization Settings as a source of information.

General Saved Search Guidelines

• The administrator can save a new copy of the default saved searches that come with the SuiteApp.

• Different saved searches may be assigned as the VAT reports data source in the [STA] Estonia Localization Settings record for the subsidiary.

• The user can change the fields used in the saved search columns to align with the user’s business process. (e.g.: change the source of the customer tax number being reported from the native NetSuite VAT registration number field to a custom field developed for the user’s business process).

• The saved search column labels and summary labels are used as the basis to generate the VAT reports correctly. Do not change these when making copies of the saved searches.

Applying User-Defined Saved Searches

To select a different saved search source for JPK_V7:

1. On the global search bar, enter “page: New [STA] Estonia Localization Settings” and click the result.

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2. Click the Edit link next to the applicable record.

3. Go to the VAT Report subtab.

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4. Under the KMD Positions field group:

5. Under the KMD INF, select the saved search for each of the tax positions.

6. Click the Save button.